loaded with cheese, onions and will set you back about 26 bucks but will feed about four of you. it'll be on sale this season at texas ranger games. >> perfect segue. thanks for watching "street signs," everybody. >> "closing bell" is coming up next. hi, everybody. welcome. >> good old-fashioned rallying on wall street today. although volume is rather light again. >> yes, it is light. but we are in the week that the quarter end. we are seeing allocating of capitol into equity once again as we approach the first quarter. we are at the highs of the afternoon. >> we are. last week was the worst week tp so far stocks are resuming. after fed chairman bernanke suggested the central bank would opinion to take supportive measures to help jump-start the

economy during speech. we will sort of parts those words coming up in a little bit. you might be interested in the take away by at least one very important official around the world. we rallied out of the gate this morning. major averages still holding on to one plus gains. industrial average of 138 points just off the high of the session moments ago. now at 13,219. there's the nasdaq, strongest of the three major averages with a gain of more than 1.5% or 47 point at 3115. and the s&p is up over 1% or 16 points. back above 1400 at this hour. maria? >> we have an increase from american express across the board. all sectors are driving the averages higher. take a look the at movers as we reach the final stretch. broad-based moves across the board. j.p. morgan chase leading the sector. bank of america also. and drug makers on the up, with

pfizer up almost 2%. rival merck better than 1%. as we approach the final stretch, more of the big movers in a moment. also the dividend movers also in focus today. american express raising the dividends. stocks may be higher today but there are some signs that retail investors are taking their cash out of equities and once again moving into safer areas. equity mutual funds will likely see net flow outflows of $4.8 billion and we know that etfs are benefiting from the move out of mutual fund. last time we saw significant inflows in the first quarter of 2011. taking market share from mutual fund. and in fact in the last five years, they have only been three quarters of significant outflows into mutual funds. what is triggering outflows and when will the public jump back into mutual funds if at all? also with us is excelly evans telling us more about qe3 and whether it's on the way and bertha coombs, let's check this

out on retail investors. we know they are putting it into etfs. what else are they doing? are they afraid of stocks or not enamored with stocks any more. >> we know where it is going, into bank accounts and still holding up into bond funds. that's part of the frustration. so we have another quarter with 12% gains on the s&p and the public still doesn't care. this is 11% in last quarter, and they still didn't care. look at the fund flows. the last time we had significant influence was the fir quarter of 2011. you know what happened after that. we add disaster in the second and third quarters. before that, q12008 and before that, beginning of 2007. for five years, three quarters in five years, we had significant inflows. by my account, 18 quarters has been -- >> bob, bob, bob, you know how it works. the cycles on wall street, the last thing that happens in a bullish cycle is the public gets into this market.

they're not there yet. >> but you really have to put etfs in that graphic. you are just missing it -- yeah we do, actually. there is transparency in etfs. >> there's not a lot of 401(k)s with etfs. i think there is clear evidence the public is not participating in a big way. so my point is, who's buying? the stock market keeps going up. who's buying? and my point is corporate buy backs. corporate america is taking the feds providing cheap man. they borrow it and some of the money is used for corporate buy-backs. we are seeing about $40 billion a month going in and and look what happened this month. remember the banks got a significant okay go ahead to do buy backs this quarter. look at that. 23 billion. apple announcing 10 billion. you got about 44 billion.

that's average. about $40 billion for months now. this has been supporting the stock market. >> so the float is shrinking with a result of the buy backs. >> right. >> look at the united states of apple. how many dollars they bought back. >> let's talk ben bernanke here. because of course his comments today, once again boosting confidence in stocks whether institutional or retail. he continues to reiterate that rates will be very low for a very long time. >> i'm fs nated by the response to that, too, kelly. >> just to be clear, it seems more-likely-than-not basis, by the way, at this point, that more kwaunt tating is on the way. ben bernanke says we risk having unemployment stay permanently high at these levels but now economists are worrying that qe itself might become permanent. and this th is where the comments from former european central bank president come into play. over the weekend there is a gathering of central bankers and economists in d.c. and trichet at the conference,

reported how long they have been doing quantitative easing. and he says, look, is there something that points to these policies that once started become permanent? an interesting question. >> that's a long time. >> let me get into metal here, ber that. what was the trade in metals that you are seeing here? is it more to do with oil or the other parts of commodities? >> it's the other part. it's interesting, maria, they got the bernanke bounce with the pull back today and gold moved higher today. the last day before options expiration in gold and there is a big crowded trade around call option. the expectation that well see gold move up to $1700 that expires tomorrow. so movers helping move that along. didn't see as much in oil. and part of that, we didn't have any sort of new bigger run, headlines, stoking the price of oil today.

also whatever nervousness people had around many confrontation between the u.s. and north korea during that nuclear summit in south korea hasn't really come to pass. there's more muted response. and the other thing we are all watching of course, guys, and bill i know you watch this like a hawk, is the price of gasoline. managers and speculators positions in gasoline have moved up dramatically up 30% year or year in terms of open interest over all in gasoline. that's much bigger than what we are seeing in crude. according to the cftc. we have gasoline futures today closing at new 2012 high and of course we are at seasonally record highs. >> and isn't it convenient, isn't it convenient that a lot of refining capacity on the east coast is being shut down right now? we have half what we had last time. >> it is very interesting. a big one in philadelphia. that is due to shut down july 1st if they don't get a buyer. in talking to a couple of

analysts, they say, pennsylvania is a swing state, isn't it? you wonder whether somebody might do something to try to prevent -- >> here is a humble suggestion. have the federal government release oil out and buy that refinely and keep the -- >> yeah, the keystone pipeline issue. >> that's other issue. that won't bring our prices down on east coast. >> can i ask kelly about the bernanke rally? we are getting a rally this morning based on comments bernanke did not say about qe3. doesn't this make you crazy? >> everyone knew, we are approaching the timeframe, where the fed if they do something else before operation twists ends before the end of june, if he had said nolg, today, bob, i think you would have seen a sell off. since he did basically use the labor market and worries about, you know, higher for unemployment, to talk about the case doing more, and to some

degree getting what they want and get it spelled out in weeks to come. >> thank you everybody. see you later, bill? >> maria, let's take a closer look and driving today's rally and cnbc realtime exchange with a look at industrials and consumers, stocks, which are pretty strong today, right? >> yes, they pulled back from being top sectors. but talk about broad-based rally. look at this because we gathered strength since closing bell started and that's broad base folks. advancers far, far outnumbering the decline in the s&p 500. what's leading, yeah, like bill said, couple things that help build stuff and move stuff are strong. all up 2% plus. inger sol rand leader of 3.75%. and companies that sell stuff doing equally well. coach, harley-davidson, harley, a huge discretionary name, 3.25% up. i think it is up 3% because when i went on vacation w, i left a

dollar or two there. lets start with amazon, which is not travel based, up 3.5%. expedia up almost 4%. price line touching a new high of 730, pulling back a few bucks. now 60 cents shy of that. up 2%. in the next hour we will talk a lot more about the host of names more than 10% of s&p 500, maria, touched a new high today. >> all right. we will be bait waitiwaiting fo. bill, the closing bell, a market up 152 point on the dow. pharmaceuticals driving the move. >> we can thank the benign comments from bernanke sparking the rally. will we see another bull run in the precious metal any time soon? the ceo of newmont mining joins us. take a look at chart and see

if lion's gate shares keep roaring after the debut of the hunger games this weekend. >> speaking of hot media stocks, cbs ceo, less moonves joins us. his exclusive interview coming up in the next hour of "closing bell. bell..". >> you're watching "closing bell," first in business, worldwide. [ male announcer ] at scottrade,

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trading session. trading session. let's check on the dow irn dust reals here. er with at the high of the afternoon. dow trading for the upside through much of the day today. due to ben bernanke's comment we said rates would stay low for as long as possible. the do you industrial right now up 156 pint. dow had been up 15 points. that's a session high. right around session highs right now. healthcare stocks the big outperformers today. all posting sharp gains. financials and tech also doing well.

bill? >> goal mining stocks lagged precious metal for the last few years bp we know that. companies struggling with costs, operational costs, even though they help the profit margins. look at newmont, rallying 18% last year. shares of newmont slipped to more than 1% over the same timeframe. talk about that disparity and outlook for the precious metal and a bunch of other things we are very pleased to welcome back the ceo of newmont, richard o'brien. is that a fair analysis? mining shares have lagged. people want to get into the metal them t self rather than shares with people like you. >> i think it is fair. have you physical demand for the physical commodity and i think in both cases, though, it is the opportunity to participate in a bull market and hopefully to get gold leverage and leverage comes in the way of increasing bottom

line performance and for newmont, a gold link dividend. so i think for us, you will see our performance, if you go back and link closer to where we declared our gold blink dividend, i think you see us closely track and over time i expect we will. >> what do you make of the price of gold? topped out last summer above 1900. hasn't liked back it as it continues lower. pretty good rally today. but we often have tried to figure out if it is trying to act as a risk asset or as a hedge. it differs day-to-day. what your take? >> so i think it is a risk on, list issing off asset this time of year. i think longer term, if you think of the next year, three years, five years,er with in it upwardly sloping gold price environment. we see today with bernanke's actions that they will continue to be cheap. >> as long as rates are low. >> yes. >> i think when inflakes kims, it'll come roaring back and i think gold will look like a class people should own. i would say buying now is the

best time to buy it. >> for that reason, would your gold link dividend continue to go higher as well. >> it would. right now yielding 2.3%, highers of all of our peers. when we get to $1700 gold, we probably see that go up to 2.5. but when we get to $2,000, the way the linkage changes were we are probably 3.5, 4% yield on an even higher gold price. >> bring us up-to-date on the mining project in peru. are you going to flinch a little bit when i bring it up. >> no, i'm not. >> it has to be very frustrating that you're not able to see progress in that country because of concerns down there. >> yeah. frustrating but constructive. i think the government's trying to do what they can in the central government to help support us, to get that project built in the right way. and i expect we will get the review back in the next probably 30 to 60 days. and with that, i think we will find a way it move forward. and even if we don't, in the initial term, we have capital that we can put into other

projects. but i do expect that konga project will go forward on the right economics. >> how patient will be you -- how much is this costing you? it is costing you a lot of money. >> yeah, the project itself is about $4.5 billion. but everyday of delay cost us obviously in interpret of what production is expected and the cost of delay itself. we are estimating that's about half a million dollars, down because we let people go and reduced staff. but we are going to have to make sure we ramp this up in a very community constructive manner, they we are responsive. and i think it is em kemic to what we are deeing in the world. projects take longer, and longer than we think they should. but we we are in the community and we have to go at their pace as well. and newmont will get it right. i think we have a great reputation for that. i think we will move this project forward in the right way and we will be rewarded because it is a long-term project with long-term economics in both copper and gold. >> so what's your outlook for

this year? >> well we are providing guidance to be about 5 in production, about 5.1 to 5.3. we think costs will escalate. slightly lower. >> and we really, i think with a forecast of gold price, more importantly, probably five years out, we see $5 a share of free cash flow generation of this company when we get to 2016 and 17. i think while we see a bump in operating capital cost, this is a business worth investing? >> all right. richard o'brien, ceo of newmont mining. appreciate it. >> with the stretch of the highs this afternoon, about four minutes before closing bell. up 160 right now, bill. >> dividends, as we know, the portfolio manager at one top-rated fund, still sees plenty of tubt to cash in on that category. well talk about his strategy coming up here. >> and, huge dividend from lion's gate. can the red-hot stocks stay on

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gate. after soaring out of the gate this morning, stob came off the day's highs before a nice rebound early this afternoon. one of the best performing stocks on wall street, an 80% gain this year. so far. cnbc's july breaks it down for us. julia? >> we also learned another lions gate property broke records. mad men's season five two-hour premier drew 3.5 million viewers, up from season four premier in 2010, which was the show's previous record. 17-month hiatus between seasons helped draw new viewers, introduced to mad men on netflix. over all it was a great weekend for lionsgate. scoring its biggest movie yet with the hunger games which brought in $155 million at u.s. box office. the independent studio's first

major franchise. which will be worth more than a billion and half dollars to the studio. imax sold about 10.5 million tickets to for hunger games. regal and cinemark also benefit et from the crowds. the books were published by scholastic. get ready for massive merchandise, hot topic sold out of much of its hunger games product and we haven't seen seen the beginning of the licensing bonanza we will get from the hunger games. the box office is up 22% year to date. getting people to theaters is a good thing for the whole industry so we could be off to a great start. back over to you. >> julia, thanks so much. of course a braet performance for lie yons gate. the stock in the last five months doubled. the stock is up again today, due to that very strong performance as you just heard from julia, the hunger games, as well as mad men. will that franchise power be enough to keep it going for

lionsgate stock. we will be talking numbers on lionsgate as we welcome to the program mark newton with gray wolf execution partners. good to see you, mark. >> thank you. >> let's get right to the charts. what do the chart say about lionsgate right now? >> still looking quite bullish technically but there are a few concerns to look at. let's look first at weekly chart. you see the stock just since last march up over 200%. just since year to date. this is just since this year. >> this is unbelievable, this move here. >> absolutely stratospheric. over the last year the stock has gone side ways. a very quick short term pop. when you get above a normal high like that, particularly over five years ago, technically that's quite bullish. short term, there are a few concerns. when you look at a short term chart or daily chart, that showes a different story. shooting up know meant up but not on this chart, following the stocks moves to new highs. you are seeing weekly momentum.

but starting to tail off a bit. the volume is quite high here at peaks. now trading 25 million shares today alone. the volume needs to continue so the stock has come a long way and very short period of time. >> so from an investor standpoint, what should you be doing if you hold shares of lionsgate after the huge performance that we saw. >> technically, want to sell in the gains. but really the next four to six months, i expect consolidation for longer term for hunger for the shares, down 12 is a better level to consider buying. >> short term you do expect volatility. >> i do. absolutely. >> i would say a lot of expectation in the shock. >> yeah. >> and longer term you look at 12? >> no, longer term, any pull back down to 12 would be a great chance it buy. i think as it gets up 19, 20 or sometime in the next 12 to 18 months. watch for 12 as possible entry point. >> abs absolutely right. >> thanks so much. bill, back to you.

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welcome back. three to one for advancing stocks. a nice group of stocks hitting new highs. i like it when you get groups like financial stocks and tech stocks. consumer and consumer discretionary stocks all hitting new highs. a little bit of caution. material stocks up but not tremendously. we are see something resistance in mining stocks that have had problems on the china growth story. back to you. >> all right, bob, thank you

very much. so let's think about this. after last week, it was our worse weekend since december. stocks today are off to a strong start. why is the chief investment strategist at stra teenlist research partners advising folks to take a more defensive stance? >> he is favoring staples and a healthcare along with technology. as you can see on the chart, all three groups are posting gains so far this year. technology being the biggest outperformer. >> let's ask him why he is taking this defensive position. jason joins us now along with chris wolf who is the clehief investment office at merrill lynch as well. >> i think it is too much after good thing. market's up an awful lot. valuations are very mild. no two ways about that. but by the same token, i think it'll slow down meaningfully in the second half. i think there is a good chance you get a mild recession. we were talking about the physical cliff before. i know that it is widely

anticipated and becoming a big problems but i think it is hard to avoid a significant slow down in the economy and earnings as we go into 2013. >> and chris, you're really, at the merrill lynch private bank, you see the high end, right? in terms of investors. so where are the client at the private bank putting their money right now? are they exhibiting what jason is talking about in terms of that fear of adversity? >> broadly speaking, relatively neutrally positioned. so i think client have been somewhat defensive since last october. been a little bit difficult frankly. we have played the dividend story which worked very well and looking at the credit side. in portfolios, credits and dividend are the big place for us. i think what jason said is we a agree with broadly. i think there's two things. one is there is still lot of stimulus likely coming, mostly from places like china. we don't want it discount that too much. two, consumer staples story and utility looking rich into our view. we are more cautious on that. >> that's valuations on one

hand. but what about for example, the inference today thatter with all deriving from fed chairman bernanke that maybe there's nor quantitative easing on the way? would that change your outlook? >> we are factoring that into the first half. as you know, we are talking about strong first half, weaker second half. partly because we expected the fed to be involved. because there is an election in the second half of the year and also because we think the numbers, economic numbers could be squishy in the second quarter because it has been so warm in the second quarter. you can have give back. swoe are factoring that in to our view. problem is, i don't know how much it will help in the second half of the year. and we have reached the limit of what the economic policy can do. >> the current strategy. >> no one is not doing anything because of interest rates. interest rates are as low as they get. >> are you surprise bid this rally? are you talking about a market up better that than 150 point on the reiteration from bernanke that they see rates low at such low levels?

who is buying? what bob was talking about earlier, the lack of retail participation, mutual funds seeing outflows. who is near this rally? >> personally i think a lot of henl funds, hot money guys were trying to face this. a tough year last year. markets up 12, 13%. so if you're not involved, you have to get involved in the next week so show that you're there. >> so this is quarter positioning. >> have you five days left it make the quarter. under risk and underperforming. that's a tough message to be given to you. >> isn't this a result of being very timid? realistically, we're still not over the financial crisis of '08. there are people that fear it could happen again and they won't get back into the stock market again, right? >> policy mistake are not likely to happen again. canceling dividends and changing some aspects of the legal way markets function. but i think a cup of of things are important. bernanke says there is a lot of

liquidity they are table provide. i think it is what jason said, how do you stimulate markets. to your point, maria, we have seen money from cash come into the markets. fixed income into equities. particularly the improvement in confidence. let's not dismiss the political overtonees. we have seen a drop in the political index. this is important. because it has this reflex in property and boosting confidence and getting people back into market. i think there's some of that priced in as well. >> so what's your recommendation in terms of investing this year? what sectors do you want to be exposed to? >> i agre with jason at least on the tech front. five years of underinvestments so curves are working in your favor. i think the first energy globally is still underpriced. the demand is very strong in our view particularly coming out of stimulus-led china. and i think we are looking towards industrials. >> all right. i will get your thoughts on what

you would invest in coming up on the countdown. >> no problem. we will find out in a few minutes when we talk to jason that time. thank you for joining us. >> 12% gain. nor year, s&p 500 remains on pace for the best first quarter since 1998. here is interesting info, it seems the data team has come up with. 13 other instances when the standard and poors increased more than 8% in the first quarter. and 100% of the time the index finished higher for the year. with a gain of 22.8%. we could see more gains on the horizon for the markets? soz there. snp /* /-. >> so there, you defensive people. we come off of gains of 144 point. >> and explaining why investors could see profit taking. during the rest of the week. we are back with that. >> after the bell, don't blame speculators for sky high pricees. we will hear from one technical analyst who says investors and

consumers should blame the fed. >> as we take a look, look at the commodity and how they are closing now. you're watching the "closing bell." we're back in two minutes time. >> first, before we go break, the dividend. which nasdaq 100 stock is the outperformer this year? garmin, mattel or teva pharmaceutical? the dividend that pays off, after the break. carfirmation.

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mattel, which mattel, which is up more than 20% year to date. >> welcome back, 20 minutes left in the trade and technology is leading the charge. take a look at ebay and qualcomm. both stocks outperforming the bodder industries. the average selling prices of 3g phones from which qualcomm

redelaware viefs licensing and revenue may end up higher than what people expect. from tech to biotech, teva pharmaceuticals, fda approving their nasal spray which helps with year-round allergies. >> we are in the final stretch right now. let's have a quick check on nasdaq. nasdaq trying for the first close above 3100 since november of 2000. up 1.5% better on the session at 3116. had been up more than 51 point. take a look at some big winners with the nasdaq at this hour. all notching up, pretty strong gains, bill. >> well, maria, with less than 20 minutes left in the trading session, with that in mind, let's put this rally into perspective. march isn't exactly one of the better months of the year for the dow as this full screen will suggest. the same goes for s&p. but for the nasdaq, march is

somewhat better. the sixth best month of the year on average? for the nasdaq. so far this month, the s&p is on track for its best march rally in two years. but our resident expert, barclay's capital, says there are signals to be wary of. give me one right here, jordan. >> bill, can you take the month of march, we took it since 1960, and you can split it in half. the first half of the month tends to be a bullish part of the market. but you will start it see the market becomes a two-way, chappier. case in point, last year 2% decline and market find the bid. a bullish time but as we get into the end of the month, quarter end selling is not just a rumor, the market does settle down and get choppier. it is still bullish but a bit after choppy ride like we have seen the last couple of weeks. >> they anticipate the adage, sell in may and go away. plus, a pretty good run since

early october anyway. market doesn't go up forever, right? >> yeah. bear in mind, in april, you have tax selling. there are head winds against the market. but what you have to take into consideration here is that mark set paying up, if there is one thing, bill, that dominated trades since march # is corrections are shallower and shorter than expected. banking is doing well. the euro and fx is stable. what we expect is to stay bullish. look for a choppy term as the market stabilizes a little bit. >> you keep an eye on overseas markets to give us clues as well. anything there? >> yes, obviously fx is a stable market. a market not too many are looking at is the japanese equity market. it is stable. this year banking and technology and housing leading the way. three positions that not a lot of people had coming into the new year. we don't think people had their positions on the markets finding the bit as we get into q2, we

still think there is upside here. >> jordan kotick, thanks for joining us today. maria? >> 15 minutes until the final bell sound for the day. the high is up almost 160. cbs has been the second best performers in the s&p 500 since the most recent market bottom in march of '09. co les moonves is with us today. first of all, he has been waiting for this moment. brian shackman, unveiling the movers, brian. >> you're underselling. i've been waiting two weeks now. what is the biggest franchisy of burger king in the entire country? if you knew the answer, you would be up double digits. calm, not so calm in trading. triple the volume on stock. i'll tell you why after the break. ♪

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welcome back. welcome back. coming to you from the coast. we are standing at the post of solar wind here at the florida of nyc. certainly one of the big percentage gainers here at the new york stock exchange surging to fresh all time interday high. austin, texas enterprise with i.t. and software. take a look at data here. the company has a market cap of about $3 billion.

solar winds announcing the latest storage management software which it says is the most complete monitoring tool for all dell arrays. let me check in with mike here. how is the volume today, mike? >> pretty heavy. almost double the normal volume. >> so double the volume of solar winds. earlier this month, the company announced plans to expand in brazil. one of the world's fastest growing i.t. markets. that's a positive. company is riding a huge updraft over the past weeks. stock up 80% in that timeframe. new arrival ibm has risen about 27% in the same timeframe, about a year. bill, back to you. >> maria, thank you. mike o'connor, thank you very much for your insights on that. while they may not be stealing the headlines today but there are under the radar stocks making big moves and brian has just been itching to tell us about it, brian? >> i do learn something from covering this segment. the largest burger king

franchisy in the country up big today, 13.5%. buying 278 franchises, most in midwest and south. they agred to remodel about 450 restaurant in less than four years. people are bullish on that move. spending $55 million to replace batteries and battery backs. could be effective. a tough go of late for the litium ion battery. a device maker is at a buy, up 5% for the day. but still down year to date. same story the brinks, security company up almost 4% but lagging for the year. now my favorite ticker symbol or one of my favorites, calm. not calm at all. more than double of the average daily volume down 5.5%. the mississippi egg producer said feed cost eroded profits. gross margin fell by 2.5%. and it's not under the radar, i

have talked about it at least once today, but take a look, if we can go tight in here on priceline. now they are $4. a lot of action in this. some block trades, things are really moving on priceline. bill, back to you. >> brian, thank you very much. closing up with the countdown. after the bell, oil and gas prices continuing to go sky high. but what is driving it higher? fundamentals or speculators? that debate will be coming up here. first, here is how averages are trading. back to the highs of the session. back after this. t a wall. and i thought "i can't do this, it's just too hard." then there was a moment. when i decided to find a way to keep going. go for olympic gold and go to college too. [ male announcer ] every day we help students earn their bachelor's or master's degree for tomorrow's careers. this is your moment. let nothing stand in your way. devry university, proud to support the education

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so who's in control now, mayans? time for the countdown as we head towards the last five minutes of trading on this monday. right now, stocks are having their best quarter since 1998. we only had four trading days left until friday, the last day of the quarter. and the dow is on pace for its sixth straight month of gains going back it when this rally began in earnest on october 3rd. you can thank the fed in part to some degree and thank mr. bernanke with the inference, or

at least our inference, that they would continue the quantitative easing program. but what that surged to do is push the dollar lower. lately, you know what happened, when the euro goes higher, the stock market in the united states goes higher. as the euro is up to about a three and half week high against the dollar, we show you the dow today. we are about at the highs of the session with a gain of 1.17% back to 13,233 and of course, the nasdaq was even better percentage wise. so when stocks go higher, where is the money coming from? in some cases, to the treasury. the yield is going higher today though we haven't come off the high in the session here and yield on ten-year at 2.24% at 337 on the 30-year bond today. gold had a pretty good rally we are up -- excuse me, oil first of all, at $107. this hasn't participated as much. and yet analyst are scrambling to figure out why you aren't getting a better oil rally when

have you the dollar down as much as it was and stocks higher. usually energy is a leader for the stock market but you didn't get that today. i won't bore you with all of the analysis. and there is just 20 cents on new york crew and $107.07. see what's next. i was looking for gold at one point. it rallied pretty well today. there's the risk. again you would have thought the risk would have gone higher. this is an indicator to show how much it will cost to hedge the market. that cost went down even as the stock market was going higher today. this was perceived to be a less risky rally is what this is saying here as vicks trading lower. there is a rally of 30 plus dollars. we are still in this trading range we will be in since the market peeked in the summer time so if it could get meaningfully above, that level again, we might have something. but rate now, $30 gain to just

under $1700, not going to help the market very much. technology, the gainer today. healthcare on the day they are harg ug the healthcare bill, in the supreme court, healthcare among leaders today on risk on day. you get one of the classic hedge sectors that is doing well. then some of the others, industrials, energy, you would have thought would have done better. again, in lagging the rest of the leaders today. of the others in the sector performance and s&p today, financials, materials, consumer staples, utility and telecom servers, some of them there. you are becoming more defensive as we move higher here. what would you buy then? do you buy classic defensive sectors? >> i think, yeah, healthcare looks interesting. i think i would stay away, because i'm bearish on bond. but i think the sectors for all seasons, my partner, coining that phrase that he has defensive characteristics because of the strength of the

balance sheet but it also gives you some zing in terms of ek kno economic activity. i think you want it take chips off the tables and markets moving higher. i haven't seen a structural change. i'm not sure whether itself sustained. i'm worried there b recession into next year. >> you sound like ben bernanke but ben has the the ability to add more quantitative easing. >> for now. >> you still don't believe that would be enough to rally this market? it is interesting that the market rallied thon today because it could have been perceived as oh my goodness, if he is talking about quantitative easing, maybe the market is not as strong as we thought it would be. >> bill, i think in a world of financial repression, where the fed is assuring you get negative returns from treasury, it makes since that risk or assets will do better. eventually there will be a cost to that. i don't know whether it is higher interest rates or higher inflation but if you can do that without problems, there would be no need for this building. >> i got it.

you're just trying ton pick a time. >> right. >> it'll happen at some point but you don't want to be caught after it's began south at this point. what about the dividend play that was so popular last year, which by the way, powered those utility stocks higher for a time. >> i think as you saw with apple last week, the growth in dividends that's the story. that cheaper in the market. that the place where technology can give you umph. i don't think you want to go -- it doesn't mean they won't do well, by think the real zing in the dividend plate is companies that can increase dividend, not necessarily the high yields right now. >> if you feel we're going to see a slow down, do you see energy prices coupling down then as well? >> they absolutely should. >> they should. but will they? >> i don't think they are going to until you know the fed's out of the way. as ln as feds continue to have liquidity, i will stay in front of the commodity prices. >> good to see you. thank i for being with us today. that's the first hour of the closing bell and we are going to finish on the highs of the day